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| Morningstar Return Rating: | Low | | Year to Date Return: | 31.32% | | 5-Year Average Return: | -1.59% | | Number of Years Up: | 4 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2005): | 12.24% | |
Worst 1-Yr Total Return (2008): | -50.13% | |
Best 3-Yr Total Return (2004-6): | 10.95% | |
Worst 3-Yr Total Return (2006-8): | -15.83% |
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| 1-Year: | -16.60% | | 3-Year: | -10.17% | | 5-Year: | -1.15% | | 10-Year: | 0.38% |
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| TRAILING RETURNS (%) VS. BENCHMARKS | |
| Return | SMCAX | Category | Diff | Index* | Diff | | Year To Date | 31.32 | 31.59 | -0.27 | 24.07 | 7.25 | | 1-Month | 4.19 | 4.49 | -0.3 | 6.00 | -1.81 | | 3-Month | 6.42 | 6.16 | 0.26 | 7.91 | -1.49 | | 1-Year | 35.06 | 35.24 | -0.18 | 25.39 | 9.67 | | 3-Year | -11.34 | -5.04 | -6.3 | -5.79 | -5.55 | | 5-Year | -1.59 | 1.47 | -3.06 | 0.71 | -2.3 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 49.50 | 48.99 | 0.51 | 45.76 | 3.74 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -30.13 | -20.53 | -9.6 | -18.25 | -11.88 |
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| | * Index means [
S&P 500 TR
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | SMCAX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -50.13 | -43.77 | -6.36 | | 2007 | | | 7.92 | 15.09 | -7.17 | | 2006 | | | 10.77 | 9.00 | 1.77 | | 2005 | | | 12.24 | 9.84 | 2.40 | | 2004 | | | 9.84 | 13.23 | -3.39 | | 2003 | | | 28.34 | 35.96 | -7.62 | | 2002 | | | N/A | -27.24 | N/A | | 2001 | | | N/A | -19.98 | N/A | | 2000 | | | N/A | -4.78 | N/A | | 1999 | | | N/A | 60.49 | N/A |
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| PAST QUARTERLY RETURNS (%) FOR
SMCAX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -5.03 | 21.32 | 14.08 | N/A | | 2008 | -12.30 | 2.79 | -17.81 | -32.68 | | 2007 | 4.86 | 6.76 | -0.21 | -3.40 | | 2006 | 11.75 | -9.47 | 0.71 | 8.73 | | 2005 | 1.46 | 2.73 | 6.01 | 1.58 | | 2004 | 0.80 | -0.32 | -3.98 | 13.85 | | 2003 | -4.62 | 15.39 | 6.90 | 9.08 | | 2002 | N/A | N/A | -18.97 | 4.62 | | 2001 | N/A | N/A | N/A | N/A | | 2000 | N/A | N/A | N/A | N/A | | 1999 | N/A | N/A | N/A | N/A |
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| RANK IN CATEGORY (BY TOTAL RETURN) | |
| Period | Rank | Funds in Category | % Rank | | Year To Date | 438 | 827 | 52.96 | | 1-Month | 519 | 881 | 58.91 | | 3-Month | 281 | 879 | 31.97 | | 6-Month | 758 | 862 | 87.94 | | 1-Year | 326 | 825 | 39.52 | | 3-Year | 596 | 734 | 81.20 | | 5-Year | 453 | 632 | 71.68 |
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0.51% Nasdaq 
Performance
